To provide a solution orientated service to customers in Long Term (life) risk and give advice. To provide solutions for the client's long term insurance and financial planning needs by servicing customers on request and regularly reviewing the client's portfolio in order to build a sustainable client base.
To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Broker Support staff) via virtual channels
Customer service/retention action
Risk and Compliance
Education And Experience Required
Knowledge & Skills:
Note: Never pay for any training, certificate, assessment, or testing to the recruiter.
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